HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,359
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.1M
3
+$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.37M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$8.9M

Top Sells

1
+$8.53M
2
+$2.45M
3
+$2.22M
4
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$1.89M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.84M

Sector Composition

1 Technology 5.04%
2 Financials 2.56%
3 Consumer Staples 2.37%
4 Consumer Discretionary 1.99%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$55.2K ﹤0.01%
790
1477
$55.1K ﹤0.01%
2,403
-48
1478
$55K ﹤0.01%
3,635
1479
$54.9K ﹤0.01%
490
+122
1480
$54.9K ﹤0.01%
3,555
1481
$54.9K ﹤0.01%
1,201
-92
1482
$54.7K ﹤0.01%
2,298
-84
1483
$54.7K ﹤0.01%
1,835
+34
1484
$54.6K ﹤0.01%
910
1485
$54.2K ﹤0.01%
2,416
1486
$54.2K ﹤0.01%
10,205
1487
$53.9K ﹤0.01%
1,042
+29
1488
$53.9K ﹤0.01%
2,702
1489
$53.7K ﹤0.01%
2,332
1490
$53.7K ﹤0.01%
1,233
+83
1491
$53.7K ﹤0.01%
901
-91
1492
$53.6K ﹤0.01%
2,992
-482
1493
$53.5K ﹤0.01%
6,300
1494
$53.5K ﹤0.01%
2,116
-29
1495
$53.5K ﹤0.01%
2,120
+531
1496
$53.5K ﹤0.01%
797
-246
1497
$53.5K ﹤0.01%
99
-31
1498
$53.3K ﹤0.01%
670
1499
$53.2K ﹤0.01%
152
+25
1500
$52.7K ﹤0.01%
925
-155
58 59
60
61 62